LFG

LifePlan Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 8.43%
This Quarter Est. Return
1 Year Est. Return
+8.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1 +$5.29M
2 +$3.11M
3 +$2.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.97M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.32M

Top Sells

1 +$2.07M
2 +$1.89M
3 +$1.58M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$894K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$365K

Sector Composition

1 Utilities 2.11%
2 Consumer Staples 1.65%
3 Financials 1.31%
4 Consumer Discretionary 1.02%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$25K 0.01%
227
+181
327
$25K 0.01%
512
328
$24K 0.01%
200
329
$24K 0.01%
400
330
$24K 0.01%
477
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$23K 0.01%
+200
332
$23K 0.01%
153
333
$23K 0.01%
950
334
$23K 0.01%
238
335
$23K 0.01%
2,395
336
$22K 0.01%
833
337
$22K 0.01%
543
+9
338
$22K 0.01%
80
339
$22K 0.01%
543
340
$22K 0.01%
1,021
341
$22K 0.01%
380
342
$22K 0.01%
680
343
$21K 0.01%
195
344
$20K 0.01%
378
-76
345
$20K 0.01%
375
346
$20K 0.01%
670
+225
347
$20K 0.01%
500
348
$20K 0.01%
+281
349
$19K 0.01%
420
350
$19K 0.01%
759